Commercial Space News

Via Satellite

Space Is Coming for Silicon: SpaceX’s Starmind positions an AI satellite “megaconstellation” as potential orbital data centers SpaceX’s Starmind has been publicly branded as an “AI satellite megaconstellation,” with Elon Musk describing it as a future platform that could operate as “orbital data centers” at enormous scale. The announcement spotlights a shift from traditional satellites to distributed on-orbit compute and data services.

2026-07-23T12:35:46.095966-07:00

Via Satellite

Frequency Electronics wins $18M across proliferated satellite and government programs, including $11M prime-funded satellite sys Frequency Electronics (FEIM) reported $18 million in recent contract wins, including an $11 million award from an undisclosed major aerospace prime to support a proliferated satellite program. The total includes $7 million in follow-on awards tied to existing government and aerospace work.

2026-07-23T12:19:48.113734-07:00

Space Intel Report

Thales’ space unit rebounds: sales and profit rise in 3Q ended June 30 despite SES canceling two geostationary telecom satellite Thales’ space business—run largely through Thales Alenia Space and Telespazio—posted continued recovery in the three months ended June 30, with both sales and profit increasing. The improvement held even after a customer cancellation of two geostationary-orbit telecommunications satellites, costing €174.5M for Thales’ accounts.

2026-07-23T07:55:15.120102-07:00

Bloomberg

SpaceX IPO fallout: short sellers gain ~$15.5B paper profit as shares dip below IPO price; Google’s $94B stake boosts EPS under Since SpaceX’s mid-June IPO, short sellers have accumulated an estimated $15.5 billion in paper profit, as the stock slipped below the IPO price. Ortex data also shows bearish positioning rising to nearly one-third of publicly tradable shares, while Google disclosed a $94B SpaceX stake that improves GAAP EPS subject to major sell restrictions.

2026-07-23T05:05:24.001622-07:00

Bloomberg

❗️

SpaceX targets Starship Flight 13 retry after fixing last week’s engine issue, aiming to deploy Starlink V3 on a new Version 3 c SpaceX is preparing another attempt at Starship’s 13th test flight after last week’s aborted takeoff, citing fixes to an engine issue. The mission—Flight 13—will be the second launch of Starship Version 3 and will deploy the first Starlink V3 satellites.

2026-07-23T03:05:59.008736-07:00

SpaceWatch Global

Vast appoints Melanie Stricklan as SVP of Special Programs; names Steve Isakowitz adviser to support a pivot toward U.S. nationa Vast has appointed Melanie Stricklan as senior vice president of a newly created Special Programs division and named Steve Isakowitz as an adviser. The moves accompany Vast’s stated pivot toward U.S. national security missions, signaling an organizational shift to support defense-focused programs.

2026-07-23T01:21:13.611735-07:00

SpaceWatch Global

Commercial Earth Observation’s ‘missing middle’ blocks scale: pricing isn’t the core bottleneck An analysis of commercial Earth Observation (EO) finds the sector’s biggest constraint is not pricing, but the absence of an “institutional layer” that reliably connects EO buyers with suppliers. The result is friction in contracting, onboarding, and repeatable procurement—slowing adoption of Earth data products.

2026-07-23T01:21:13.523167-07:00

CNBC

2026-07-22T17:22:01.067541-07:00

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